Solutions For Financial Advisors

We have been creating practical, time-saving solutions for independent financial advisors and their administrators since 2004. Whether it's a simple calculator for quickly determining the net proceeds of RRSP withdrawals, back office system workarounds that quickly determine the least taxable mutual fund to redeem, or a complete paperwork automation system to eliminate re-keying of data, we can build it. We've automated thousands of repetitive tasks for a wide range of industries but our specialty is the Canadian independent advisor channel. That's where we started in 2004. We have programmers that have worked in the industry and completely understand financial calculations, as well as the stringent regulatory environment and the day-to-day struggles of independent advisors trying to free up time in order to add value to client relationships.